Mobile-First Design

Serve your customers where and when they wish, on the device of their choice; maximize your mobile customer-engagement initiatives

User-Friendly Workflow Templates

Improve ease-of-use with workflow templates; workflow rules guide users through intuitive steps, and forms are pre-filled with data from documents
 

Editable Business Rules

Determine process flow and ensure approval criteria are applied consistently through customizable business rules

Convenient Sample User-Interface Screens 

Easily modify, restyle and extend screen layouts for smartphone, tablet and desktop (web browser) formats

Integration Service 

Control and isolate integration adaptors from the workflow to ensure consistent implementation and efficient run-time performance

Efficient Reviewer Workbench

Enable case workers to view the status of customer applications, inspect documents, request additional documents and take needed actions from a consolidated workspace


Built-In Analytics 

Sample dashboards allow analysis of your new customer pipeline and identification of process bottlenecks


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